Power BI Intermediate Lesson 3: Time Intelligence for the April-March Financial Year

📎 This article includes 3 downloadable practice files ↓

📘 Power BI Intermediate Course · Lesson 3 of 10

Built-in time intelligence assumes a calendar year unless you say otherwise. For April-March, pass the year-end date.

Sales FYTD    = TOTALYTD ( [Total Sales], 'Date'[Date], "3/31" )
Sales LY      = CALCULATE ( [Total Sales], SAMEPERIODLASTYEAR ( 'Date'[Date] ) )
Sales FYTD LY = CALCULATE ( [Sales FYTD], SAMEPERIODLASTYEAR ( 'Date'[Date] ) )
YoY %         = DIVIDE ( [Total Sales] - [Sales LY], [Sales LY] )

The Date table rules

• One row per day, no gaps, complete years. The practice table runs 1 Apr 2024 to 31 Mar 2027 so late ship dates fit.
• Mark it: Table tools > Mark as date table > Date column.
• Add FY, FY Quarter and FY Month No columns and sort month names by FY Month No so April comes first.

Practice

Import pbi-intermediate-model.xlsx into Power BI Desktop (free), create the relationships listed at the top of the .dax file, mark the Date table as a date table and add this lesson’s measures. Compare your card and table values with the lesson’s sheet in the expected-results file. Those numbers were worked out independently in Python from the same data, so a mismatch means a filter or relationship to check.